Advisory Advocates’s Intuit INTU Stock Holding History

Advisory Advocates’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,439	Closed	-$622K	–	194
2026 Q1	$622K	Buy	1,439 +124	+9%	+$59.1K	0.64%	57
2025 Q4	$871K	Buy	+1,315	New	+$869K	0.87%	35

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Advocates's INTU Position: Q2 2026 in Review

Advisory Advocates sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,439 shares — an estimated $622K sold.

Advisory Advocates first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $871K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Advisory Advocates reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Advisory Advocates sold 1,439 Intuit shares in Q2 2026, an estimated $622K.
Advisory Advocates first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
Advisory Advocates's Intuit position peaked at $871K in Q4 2025.
1,643 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.